SmartRoom for Insurance Audits & Claims
Smarter Audits. Stronger Security.
Unmatched Control.
Insurance audits demand precision and compliance. SmartRoom’s AI-powered audit and claims management solution ensures secure, streamlined, and fully controlled workflows — without operational bottlenecks.
The Insurance Audit & Claims Challenge...
Solved.
Most insurers rely on outdated, manual audit processes that expose them to security risks and inefficiencies:
On-site-only audits...
… slow down operations and require costly logistics.
Data exposure risks...
… due to lack of granular access control.
Inefficient document retrieval...
… leading to wasted hours searching for key info.
Limited visibility into...
… who accessed, edited, or shared sensitive files.
SmartSearch: AI-Powered Document Search
Find the right documents instantly. No more endless scrolling — SmartSearch understands context, synonyms, and intent, surfacing exactly what you need.
Example: Searching for “default provisions in purchase agreements” surfaces related sections — even if the exact wording differs.
AI-Powered Document Summary
Extract key insights in seconds. With one click, SmartRoom generates concise summaries of lengthy contracts, reports, and due diligence files.
Unlike public AI tools, SmartRoom ensures your data never leaves your secure environment and is never used for AI training.
Secure, Controlled Access & Permissions
Pre-set access suspension – Automatically revokes access when an audit ends.
SmartLock for Excel & native files – Work on live audit data without the risk of downloads or unauthorized edits.
Granular permissions & audit tracking – Every action is logged, ensuring full compliance visibility.
Redaction Tools Built for Insurance Compliance
In the insurance industry, not all information should be visible to every auditor or reviewer.
SmartRoom’s built-in redaction tools allow you to confidently control what’s seen — and what’s not — without ever leaving the platform.
Whether it’s personally identifiable information (PII), sensitive financial figures, or protected health information (PHI), SmartRoom gives you the power to redact with precision.
Manual & Keyword-Based Redaction
Quickly identify and block sensitive terms or values across thousands of pages.
Batch Redaction Support
Apply redaction settings across multiple files or documents simultaneously to save time and reduce manual workload.
Preview & Audit Mode
Review redactions before publishing and maintain a full log for compliance validation.
Why Leading Insurers Trust SmartRoom
Trusted by leading global insurers to safeguard compliance and streamline workflows.
Enterprise-grade security ensures zero data leakage risks.
AI-powered efficiency accelerates audits without compromising compliance.
“Partnering with SmartCloud has simplified and streamlined our M&A activity from both the buyside and sellside. Ease of use, dedicated support and best in class technology saves us hours of time on every transaction while ensuring a safe, reliable platform for our data.”
Marc D. Benson
“SmartCloud is our go-to data room provider. The system is easy to use, represents fantastic value for money and the support and service from the SmartRoom team is incredibly responsive and second to none.”
Christian Mancier
“After researching several competitors, closely comparing features and benefits, going with SmartCloud was one of the best decisions I made last year. Great value, tech and rockstar round-the-clock customer service, both for ourselves and on behalf of our clients. Refreshingly exemplary in all ways.
Holt Vaughn
Unlock a Smarter Way to Manage Audits & Claims
The insurance industry is evolving, and so are the expectations for compliance, security, and efficiency. Traditional audit processes are no longer sustainable — manual workflows, on-site reviews, and unsecured data-sharing create unnecessary risks and inefficiencies.
With SmartRoom’s AI-powered platform, you can eliminate blind spots, accelerate decision-making, and maintain full control over sensitive data. Whether it’s streamlining compliance audits, securing claims documentation, or reducing operational bottlenecks, SmartRoom is built to help insurance firms move faster — without compromising security.
Experience the next generation of audit and claims management. Let’s explore how SmartRoom can fit into your organization’s workflow. Schedule a demo today and see the difference firsthand.
Unparalleled Service
We exist to make your life easier. While other service providers offer support, we provide a customized service tailored to your specific deal project. Not only will any user have access to 24/7/365 in-house support, you’ll be assigned a dedicated project manager to assist with administrative and management work including training, index creation, content upload, security profile setup, user invitations, alert creations, and more. Consider us an extension of your Team!
24/7/365 SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
24/7/365
SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
